Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Clearbridge International Growth Is Registered Investment Company in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NUWEST GROUP HOLDINGS, LLC TA GROUP HOLDINGS 401(K) PLAN | BELLEVUE WA | 938 | $25.1M | $577K |
| 2 | BRIGHT WOOD CORPORATION BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN | MADRAS OR | 998 | $44.5M | $304K |
| 3 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST |
NEW YORK NY |
| 175 |
| $10.7M |
| $150K |
| 4 | HEARTLAND DERMATOLOGY AND SKIN CANCER CENTER, P.A. HEARTLAND DERMATOLOGY 401(K) PLAN | SALINA KS | 132 | $12.2M | $7K |
| 5 | JBEAR ENTERPRISES, LLC WOOLFSON EYE INSTITUTE 401(K) PLAN | ATLANTA GA | 162 | $922K | $2K |
